Nov 19, 2020
Think back to your earliest memories of money. Were you given an allowance to spend? Do you remember your parents fighting over money? Did your family love to shop? Did it seem like your family had a hard time making ends meet? Were you surrounded by extravagant...
Aug 5, 2020
The Big Disconnect – Stock Market Up 47.25%. Unemployment Up To 11.1% There has been no shortage of news lately. We have all been at home in varying intensities of lock-down since the novel Coronavirus began its path across the US, while we have also seen the ramp up...
May 7, 2020
Giving is a heart-centered practice. Please give to an organization that aligns with your heart. Even if it’s just a little, it can have a big impact. Below is a list of organizations that need your support and that align with current community challenges. YWCA...
Mar 5, 2020
2019 was historically one of the best years in the stock market…ever. And there was a significant amount of optimism going into 2020. But, the corona virus – and the news coverage surrounding COVID-19 – started spreading…and fast. So fast, in...
Jan 30, 2020
Superbowl Sunday is this Sunday and everyone is placing their bets. There is something called the Westgate SuperContest every year. It is held by a sports book in Las Vegas. For an entry fee of $1500, you can compete against everyone else who is willing to put...
Dec 11, 2019
Is the S&P 500 Really Up over 25%? Context, in our business, is often lost given the industry’s focus on quarterly and annual reporting. Why is context important? Because it helps investors better understand their actual performance. Below are two versions of the...
